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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,024 | $127,100-4.0% | $105,738+15.4% | $135,379-9.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -1.75% | 4.49%-6.2pp | 6.27%-8.0pp | 519.79%-521.5pp |
| Employer contribution / active EE | $2,571 | $4,107-37.4% | $3,268-21.3% | $4,779-46.2% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,663 | $9,087-26.7% | $6,913-3.6% | $10,828-38.5% |